Mackenzie Investment Grade Floating Rate Fund

Why invest in this fund?

Diversification from traditional fixed rate (coupon) fixed income
Protection from rising interest rates
Income enhancement with high yield exposure while maintaining overall A- or higher
Active management to find best value for risk across the floating rate spectrum for the current environment

Key Facts

Portfolio Managers

Steve Locke, MBA

Senior Vice President, Portfolio Manager, Head of Team

Mackenzie Fixed Income Team

Investment experience since 1995

Felix Wong, MBA

Vice President, Portfolio Manager

Mackenzie Fixed Income Team

Investment experience since 1988

Dan Cooper, CFA

Vice President, Portfolio Manager

Mackenzie Fixed Income Team

Investment experience since 2003

Movin Mokbel, MBA

Vice President, Portfolio Manager

Mackenzie Fixed Income Team

Investment experience since 2000

Commentary

Quarterly Commentaries

Read the latest Mackenzie Team commentaries to learn about their analysis of key market risks and opportunities. For select funds, quarterly reviews of performance and market conditions are also available.

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Commentary

Monthly Commentaries

Mackenzie Investments publishes regular commentaries to help advisors make sense of the markets, review the recent performances of funds and anticipate future outlooks. Read the latest monthly commentaries for more information.

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Q1 Commentary – Mackenzie Fixed Income Team

Read Mackenzie Fixed Income Team’s Q1 commentary to learn about their analysis of key market risks and opportunities.

min read May 17, 2019

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